Dennis Carr, CFP®
Dennis Carr, CFP® serves Forman Investment Services clients as our CERTIFIED FINANCIAL PLANNER™ professional. With over 25 years experience in the financial industry, Dennis directs our financial planning services.
A native of Indianapolis, Dennis has spent his career in several different roles with Charles Schwab & Co., Inc. While at Schwab, he was responsible for approximately $300 million in assets and continually met industry standards in client satisfaction and retention. His average client held over $1 million in assets.
As a member of the Forman Investment Services Team and as our in-house financial planner, Dennis will work as your partner in helping to build, preserve and use your wealth. He works with clients on an individual basis to develop both short and long term goals.
To make your appointment with Dennis, contact him via email at email@example.com or via phone at (812) 378-0730 (Columbus office) or (877) 378-0767 (Fishers office).